Checchi Capital Advisers’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $366K | Buy |
3,132
+49
| +2% | +$5.59K | 0.02% | 431 |
|
|
2026
Q1 | $357K | Buy |
3,083
+634
| +26% | +$71.2K | 0.02% | 428 |
|
|
2025
Q4 | $258K | Sell |
2,449
-223
| -8% | -$24.7K | 0.01% | 468 |
|
|
2025
Q3 | $306K | Sell |
2,672
-234
| -8% | -$25.4K | 0.02% | 433 |
|
|
2025
Q2 | $303K | Sell |
2,906
-68
| -2% | -$7.24K | 0.02% | 454 |
|
|
2025
Q1 | $324K | Buy |
2,974
+218
| +8% | +$22.3K | 0.02% | 440 |
|
|
2024
Q4 | $259K | Hold |
2,756
| – | – | 0.02% | 475 |
|
|
2024
Q3 | $265K | Sell |
2,756
-1
| -0% | -$89 | 0.01% | 473 |
|
|
2024
Q2 | $216K | Sell |
2,757
-334
| -11% | -$27.1K | 0.01% | 516 |
|
|
2024
Q1 | $254K | Sell |
3,091
-97
| -3% | -$7.8K | 0.02% | 479 |
|
|
2023
Q4 | $268K | Sell |
3,188
-113
| -3% | -$9.31K | 0.02% | 456 |
|
|
2023
Q3 | $266K | Sell |
3,301
-151
| -4% | -$13.1K | 0.02% | 436 |
|
|
2023
Q2 | $305K | Sell |
3,452
-92
| -3% | -$8.5K | 0.03% | 419 |
|
|
2023
Q1 | $336K | Sell |
3,544
-272
| -7% | -$25.2K | 0.03% | 378 |
|
|
2022
Q4 | $358K | Buy |
3,816
+319
| +9% | +$29.5K | 0.04% | 346 |
|
|
2022
Q3 | $313K | Buy |
3,497
+100
| +3% | +$10.2K | 0.03% | 380 |
|
|
2022
Q2 | $353K | Sell |
3,397
-651
| -16% | -$66K | 0.03% | 376 |
|
|
2022
Q1 | $404K | Buy |
4,048
+251
| +7% | +$23.7K | 0.03% | 324 |
|
|
2021
Q4 | $369K | Buy |
3,797
+1,081
| +40% | +$98.8K | 0.03% | 342 |
|
|
2021
Q3 | $240K | Buy |
2,716
+294
| +12% | +$27.6K | 0.02% | 428 |
|
|
2021
Q2 | $215K | Buy |
2,422
+10
| +0.4% | +$942 | 0.02% | 487 |
|
|
2021
Q1 | $226K | Sell |
2,412
-170
| -7% | -$14.8K | 0.02% | 456 |
|
|
2020
Q4 | $238K | Hold |
2,582
| – | – | 0.02% | 413 |
|
|
2020
Q3 | $250K | Sell |
2,582
-419
| -14% | -$39K | 0.03% | 348 |
|
|
2020
Q2 | $263K | Buy |
3,001
+370
| +14% | +$33.4K | 0.03% | 342 |
|
|
2020
Q1 | $232K | Buy |
2,631
+120
| +5% | +$11.5K | 0.02% | 306 |
|
|
2019
Q4 | $232K | Sell |
2,511
-359
| -13% | -$32.7K | 0.03% | 372 |
|
|
2019
Q3 | $273K | Buy |
2,870
+428
| +18% | +$38.6K | 0.04% | 319 |
|
|
2019
Q2 | $204K | Buy |
+2,442
| New | +$196K | 0.03% | 389 |
|
|
2016
Q3 | – | Sell |
-2,447
| Closed | -$160K | – | 1214 |
|
|
2016
Q2 | $160K | Sell |
2,447
-56
| -2% | -$3.37K | 0.02% | 405 |
|
|
2016
Q1 | $150K | Buy |
+2,503
| New | +$140K | 0.03% | 432 |
|
Other funds holding WEC
Checchi Capital Advisers's WEC Position: Q2 2026 in Review
Checchi Capital Advisers increased its WEC Energy (WEC) stake by 1.6% in Q2 2026, buying an estimated $5.59K and bringing the position to 3,132 shares worth $366K. The position accounts for 0.02% of the portfolio, ranked #431.
Checchi Capital Advisers first reported a position in WEC in Q1 2016 and has held it in 31 quarters since. The position peaked at $404K in Q1 2022. 1,412 funds tracked by Wall St. Rank hold WEC as of Q2 2026.
- Checchi Capital Advisers held 3,132 shares of WEC Energy worth $366K as of Q2 2026.
- Checchi Capital Advisers bought 49 WEC Energy shares in Q2 2026, an estimated $5.59K.
- WEC Energy made up 0.02% of Checchi Capital Advisers's portfolio in Q2 2026, its #431 holding.
- Checchi Capital Advisers first reported a position in WEC Energy in Q1 2016 and has held it in 31 quarters since.
- Checchi Capital Advisers's WEC Energy position peaked at $404K in Q1 2022.
- 1,412 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.
Based on Checchi Capital Advisers's 13F filing for Q2 2026, filed 4 Aug 2026.